Jeremy Hamann
Evergreen Wealth Advisors · Raleigh, North Carolina
Jeremy Hamann is a fee-only financial advisor at Evergreen Wealth Advisors in Raleigh, North Carolina. Evergreen Wealth Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Jeremy →
Facts
| Firm | Evergreen Wealth Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $112.5M across 357 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8179750 |
| Exams passed | Series 65 (2026) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.evergreenmoney.com |
How Jeremy's firm compares
- Evergreen Wealth Advisors's average account is about $315,000, from its Form ADV (assets managed divided by 357 accounts).
Request an introduction to Jeremy
Tell Jeremy a little about what you're looking for. Jeremy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeremy
Is Jeremy Hamann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Evergreen Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Evergreen Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeremy Hamann based?
Jeremy Hamann is based in Raleigh, North Carolina.
Is Jeremy Hamann registered with the SEC?
Yes. Jeremy Hamann is registered as an investment adviser representative in NC (CRD 8179750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evergreen Wealth Advisors manage?
Evergreen Wealth Advisors reports $112.5M across 357 accounts in assets under management.
How do I contact Jeremy Hamann?
Through Jeremy's website, www.evergreenmoney.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.